VERIDAN WEALTH
West Linn, OR
AUM
$667.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-946-9733
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OR, WEST LINN
7 advisers found
ETESIAN WEALTH ADVISORS, INC.
West Linn, OR
AUM
$503.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
503-387-3615
PACIFIC COAST INVESTMENT ADVISORS, LLC
West Linn, OR
AUM
$122.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-968-2500
TWM WEALTH MANAGEMENT CORP
West Linn, OR
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
503-387-3560
SETTLEMENT CAPITAL ADVISORS
West Linn, OR
AUM
$88.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
503-699-0018
LOOKAHEAD WEALTH LLC
West Linn, OR
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
503.832.0165
ENCOMPASS FINANCIAL PLANNING
West Linn, OR
AUM
$29.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-914-4494